Joel Friedman
Dynamic C-Suite executive with qualified CXO experience and commercial acumen in the Fintech, SaaS, and Wealth Management verticals with broad experience helping firms of all sizes digitize both their front and back office operations. True Customer Experience Champion with an extraordinary ability to build and align strategy, service delivery, and people for transformational revenue growth and retention through world-class service. Builder/leader of high-performing Delivery and Customer Care teams with extensive experience supporting Independent Broker-Dealers and RIAs of all sizes.
Specialties: Cloud based solutions in particular, Document Management/Imaging and Workflow for the Wealthtech industry. Other operational specialties include M&A Integration, product development, 3rd party integration, startup transformational development, client retention.
Learn more about the Executive in Residence Program.
Joel Friedman
Dynamic C-Suite executive with qualified CXO experience and commercial acumen in the Fintech, SaaS, and Wealth Management verticals with broad experience helping firms of all sizes digitize both their front and back office operations. True Customer Experience Champion with an extraordinary ability to build and align strategy, service delivery, and people for transformational revenue growth and retention through world-class service. Builder/leader of high-performing Delivery and Customer Care teams with extensive experience supporting Independent Broker-Dealers and RIAs of all sizes.
Specialties: Cloud based solutions in particular, Document Management/Imaging and Workflow for the Wealthtech industry. Other operational specialties include M&A Integration, product development, 3rd party integration, startup transformational development, client retention.
Learn more about the Executive in Residence Program.
